Jeremy Payton
Jeremy Payton LPL Wealth Advisor
812-203-2545
Born and raised in Paoli, Jeremy Payton is dedicated to serving the community he’s been a part of his entire life. He is passionate about helping serious investors create a plan for their financial future. He knows that each individual and family he works with has distinct goals, so he works with you to tailor your wealth management plan to align with your objectives and values.
As an independent advisor, Jeremy follows fiduciary standards, putting your needs and interests above all else to implement a plan that you can feel confident is the path to your goals. His affiliation with LPL Financial offers access to a wide array of investment options that can be integrated into a comprehensive plan.
Jeremy has always been passionate about the financial industry and has served as an advisor since 2015, transitioning into the role because he wanted to help families and individuals plan for retirement. He focuses on getting to know each client's goals, so he can map out a customized plan to follow toward their objectives.
Helping Orange County residents is Jeremy's passion because he's already so involved in the community. For the past 20 years, he has coached in the school corporation in the high school programs for boys and is currently the girls junior varsity coach. Previously, Jeremy was the head softball coach for eight years. His wife, Marci, is a native of French Lick and taught in the Paoli school system, now serving as a second grade teacher in Springs Valley Elementary. Their children, Addie and Collier, keep them busy with activities. The family enjoys attending Restoration Christian Church in French Lick, camping and boating in the summer, and helping with the county's Coats for Kids organization.
Wes Whitfield
Wes WhitfieldLPL Wealth Advisor
812-203-2545
As a proud native of Paoli, Indiana, Wes considers it a blessing to grow his business in his hometown. By working as a financial advisor, Wes puts his passion into action – helping individuals and families manage their assets and pursue their goals.
Wes works diligently to grow meaningful relationships with his clients to understand what they value most. He uses an established process to assess one’s current situation and identify goals for their financial future. Upon creating a personalized strategy, Wes partners with his clients to keep them on track toward those goals. Helping people work toward financial confidence motivates him every day.
Wes is married to Tyla and has two daughters, Camley and Caselyn. In his free time, he enjoys watching and playing sports. He is also a member of the Paoli Meridian Lions Club, Paoli Masonic Lodge, and Our Lady of the Springs Catholic Church.
Jeremy and Wes are supported by a robust operational team through their association with Cornerstone Wealth Services, a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. Through Cornerstone, their team benefits from shared ideas, best practices and operational resources, which gives him more time to spend with his clients.
Jeremy Payton is affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com
Wes Whitfield is affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com